How big is The Wallace Foundation's plan?

The Wallace Foundation's plan reported $27.2M in assets and 54 participants for 2024.

Original filing (PDF)20250731140712NAL0008643952001

The Wallace Foundation

Name: The Wallace Foundation — The Wallace Foundation, Form 5500 (2024)
Creator: The Wallace Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wallace Foundation 403(b) Retirement Plan

403(b) retirement plan · The Wallace Foundation's The Wallace Foundation 403(b) Retirement Plan held $27.2M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.2M

Net assets (EOY)

$27.2M

People on this filing

Nicholas Collins signed The Wallace Foundation's 2024 Form 5500 as plan administrator.

Nicholas Collins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Wallace Foundation's EIN is 13-6183757.

EIN 13-6183757

Plan number 002

Plan year 2024

ACK ID 20250731140712NAL0008643952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wallace Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wallace Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WALLACE FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score